Please review the information below for assistance in formatting your account or contract number correctly.
If Your Account is | Enter | Examples |
---|---|---|
Employer Sponsored | ||
Retirement Plan | Contract Number/Plan ID | (1)23456
or 1-23456 Can be found on the upper right side of your retirement plan statement. |
Group Universal Life | Account Number | 1234567 |
Dental Plan | Account Number | P12345-1 or 1234567-12345* Can be found on your ID card. |
Vision | Account Number | N12345-1 or 1234567-12345* Can be found on your ID card. |
Disability | Account Number | P12345-1 or N12345-123* |
Pension | Contract Number/Plan ID | 123456
or 1-23456 Can be found on the upper right side of your retirement plan statement. |
Life Insurance Policy | Policy Number | 1234567-001 Product number is a 7-digit number, followed by a dash and 3 more digits. Product number refers to a business case number referenced on your Internet access confirmation letter. Example: 1234567-001 |
Disability Income | Policy Number | 1234567-001 Product number is a 7-digit number, followed by a dash and 3 more digits. Product number refers to a business case number referenced on your Internet access confirmation letter. Example: 1234567-001 |
Personal | ||
Principal Bank | Account Number | 0001234567 |
Life Insurance Policy | Policy Number | 1234567 |
Disability Income | Policy Number | 1234567 |
Annuity Contract | Contract Number | 1234567 |
Mutual Fund | Fund Number/ Account Number |
0012345678 |
Principal Income IRA | Account Number | P1234567-01 |
Securities | Account Number | 6FR123456 |
Pension | Contract Number/Plan ID | 123456 or 1-23456 Can be found on the upper right side of your retirement plan statement (shown as Contract Number). |
*Your dental, vision or disability account number may begin with a letter (H, N, or P) followed by a five digit number and a dash with up to five more digits. The account number may also begin with a 7 digit number that will be followed by a dash and 5 more digits (example: 1234567 or 1234567-12345).